Financial, Inc. (Kestra Financial) announced the successful
implementation of a number of enhancements to its innovative technology
offering, including the redesign of AdvisorComplete, the firm’s
proprietary technology platform that acts as the centralized hub for all
day-to-day activities of advisors and their staff.
The firm’s latest enhancements include:
An upgraded AdvisorComplete experience. AdvisorComplete is a
web-based system advisors can access from any device with single
sign-on capability that connects advisors to their trusted operational
and financial applications. The latest version offers a personalized
experience that allows users to customize the menus, widgets, and
landing pages with content relevant to their business and their role.
In addition, a new search engine, more than 370 pages of informational
material and self-service content, and new integrated tools were
added. Thousands of advisors and staff have successfully transitioned
to the enhanced platform, which operates 70% faster, on average, than
the previous version.
Entreda security agent. This important new feature works
behind-the-scenes to communicate potential cybersecurity risks to
Kestra Financial’s home office. It is designed to complement, not
replace, existing antivirus, anti-malware, or encryption software.
Through its implementation, the technology team has identified and
addressed more than 2,000 unique vulnerabilities.
eMoney integration. Since adding eMoney’s
industry-leading wealth management and financial planning platform
last year, Kestra Financial advisors have leveraged its document
vault, client portal, and account aggregation tools all integrated
with AdvisorComplete through single sign-on.
Compliant client texting. Advisors now have a way to
communicate easily and efficiently with their clients by compliantly
texting through a mobile application developed by CellTrust.
Digital onboarding portal. Key aspects of the advisor
onboarding process have been consolidated into an online portal within
AdvisorComplete, improving the efficiency of Kestra Financial’s
transition processes and reducing physical paperwork by approximately
80%. Through a more digital and personalized workflow, Kestra
Financial is providing a customized, user-friendly experience and
seamless transition process for advisors and their staff, while also
providing an early opportunity to experience AdvisorComplete during
“We are committed to empowering advisor success, and technology is a key
component of our offering,” said Kevin Witt, Chief Technology Officer at
Kestra Financial. “As part of our technology enhancements, we collected
feedback from hundreds of advisors to design an integrated, customized
system that would improve the day-to-day advisor experience, starting
from onboarding on day one.”
For more information on AdvisorComplete and other Kestra Financial
platform features, please visit www.kestrafinancial.com.
About Kestra Financial
Kestra Financial, Inc. (Kestra Financial) provides a leading independent
advisor platform that empowers sophisticated, independent financial
professionals, including traditional and hybrid RIAs, to prosper, grow,
and provide superior client service. With a culture rich in reinvention
and advisor advocacy, Kestra Financial has developed integrated business
management technology that, combined with its personalized consulting
services, offers exceptional scale and efficiency.
Headquartered in the “Silicon Hills” of Austin, Texas, Kestra Financial
offers an experience as unique as the city in which it operates. The
firm supports more than 1,800 independent financial advisors in
delivering comprehensive securities and investment advisory services to
their clients. Kestra Financial is the parent company of Kestra
Investment Services, LLC, member FINRA/SIPC, and also of Kestra Advisory
Services, LLC; Kestra Private Wealth Services, LLC; and Kestra
Institutional Services, LLC; all federally registered investment
advisers. For more information about Kestra Financial, please visit www.kestrafinancial.com.